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Nuveen Muni Value Fund shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of Nuveen Muni Value Fund (NUV) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in Nuveen Muni Value Fund

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Muni Value Fund held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Muni Value Fund by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 156k 8.60
2023-09-30 $1.4M 167k 8.34
2023-06-30 $1.9M 218k 8.70
2023-03-31 $2.0M 226k 8.81
2022-12-31 $2.0M 232k 8.60
2022-09-30 $2.0M 238k 8.35
2022-06-30 $2.1M 231k 9.08
2022-03-31 $2.3M 236k 9.58
2021-12-31 $2.2M 213k 10.30
2021-09-30 $2.2M 198k 11.32
2021-06-30 $2.3M 196k 11.53
2021-03-31 $1.5M 137k 11.10
2020-12-31 $1.1M 108k 10.66
2020-09-30 $1.7M 157k 10.86
2020-06-30 $994k 96k 10.36
2020-03-31 $690k 73k 9.47
2019-12-31 $588k 54k 10.82
2019-09-30 $800k 76k 10.52
2019-06-30 $805k 79k 10.19
2019-03-31 $821k 83k 9.85
2018-12-31 $773k 83k 9.27
2018-09-30 $522k 57k 9.11
2018-06-30 $2.1M 223k 9.47
2018-03-31 $2.1M 223k 9.47
2017-12-31 $2.2M 216k 10.13
2017-09-30 $2.1M 201k 10.24
2017-06-30 $2.0M 201k 9.96
2017-03-31 $2.0M 206k 9.78
2016-12-31 $2.3M 237k 9.56
2016-09-30 $2.2M 210k 10.59
2016-06-30 $2.4M 218k 10.82
2016-03-31 $2.2M 213k 10.48
2015-12-31 $2.1M 208k 10.18
2015-09-30 $1.9M 189k 9.81
2015-06-30 $1.7M 176k 9.63

More positions owned by Summit Financial Wealth Advisors

First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJUN)
Vanguard Index Fds Growth Etf (VUG)
First Tr Morningstar Divid L SHS (FDL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Scp Etf (IJR)
Alps Etf Tr Alerian Mlp (AMLP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Valero Energy Corporation (VLO)
Garmin SHS (GRMN)
Genuine Parts Company (GPC)
Hancock Holding Company (HWC)
Eaton Corp SHS (ETN)
Raytheon Technologies Corp (RTX)

View all positions for Summit Financial Wealth Advisors

Top funds holding Nuveen Muni Value Fund

Rivernorth Capital Management
UBS Group
Raymond James & Associates
Tortoise Investment Management
Van Eck Associates Corp.
Guggenheim Capital, LLC Managers
Bank of America Corporation
Rockefeller Capital Management
Relative Value Partners
Wells Fargo & Company
Stifel Financial
Chicago Partners Investment
Advisors Asset Management
Hennion & Walsh Asset Management
Raymond James Financial Services Advisors

View all funds holding Nuveen Muni Value Fund